Wealth Advisory Solutions’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
9,374
+136
| +1% | +$5.63K | 0.1% | 101 |
|
|
2025
Q1 | $387K | Sell |
9,238
-135
| -1% | -$5.65K | 0.1% | 100 |
|
|
2024
Q4 | $381K | Sell |
9,373
-391
| -4% | -$15.9K | 0.11% | 91 |
|
|
2024
Q3 | $436K | Sell |
9,764
-743
| -7% | -$33.2K | 0.12% | 90 |
|
|
2024
Q2 | $404K | Buy |
10,507
+738
| +8% | +$28.3K | 0.11% | 89 |
|
|
2024
Q1 | $386K | Sell |
9,769
-2,363
| -19% | -$93.4K | 0.1% | 93 |
|
|
2023
Q4 | $486K | Sell |
12,132
-11,923
| -50% | -$478K | 0.17% | 56 |
|
|
2023
Q3 | $892K | Buy |
24,055
+12,628
| +111% | +$468K | 0.17% | 75 |
|
|
2023
Q2 | $431K | Buy |
11,427
+362
| +3% | +$13.6K | 0.11% | 82 |
|
|
2023
Q1 | $414K | Sell |
11,065
-915
| -8% | -$34.2K | 0.11% | 90 |
|
|
2022
Q4 | $442K | Sell |
11,980
-1,471
| -11% | -$54.3K | 0.12% | 99 |
|
|
2022
Q3 | $484K | Sell |
13,451
-371
| -3% | -$13.3K | 0.13% | 97 |
|
|
2022
Q2 | $565K | Sell |
13,822
-1,822
| -12% | -$74.5K | 0.14% | 94 |
|
|
2022
Q1 | $756K | Buy |
+15,644
| New | +$756K | 0.16% | 92 |
|
|
2021
Q3 | $685K | Sell |
15,417
-25,041
| -62% | -$1.11M | 0.15% | 99 |
|
|
2021
Q2 | $1.79M | Buy |
40,458
+1,719
| +4% | +$76.2K | 0.43% | 66 |
|
|
2021
Q1 | $2K | Buy |
38,739
+2,400
| +7% | +$124 | ﹤0.01% | 116 |
|
|
2020
Q4 | $1.33M | Sell |
36,339
-1,165
| -3% | -$42.6K | 0.36% | 62 |
|
|
2020
Q3 | $1.32M | Sell |
37,504
-6,969
| -16% | -$246K | 0.35% | 70 |
|
|
2020
Q2 | $1.55M | Sell |
44,473
-7,973
| -15% | -$278K | 0.43% | 68 |
|
|
2020
Q1 | $1.63M | Buy |
52,446
+11,396
| +28% | +$353K | 0.55% | 58 |
|
|
2019
Q4 | $1.59M | Buy |
+41,050
| New | +$1.59M | 0.42% | 67 |
|